Charity Accounts Intelreading the accounts so you don’t have to

UBS OPTIMUS FOUNDATION UK

Registered charity 1153537 · accounts filings on the Charity Commission register

Latest income
£157.0m
Latest spending
£144.3m
Registered
2013
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted funds and free reserves totalled £10.09m at 31 December 2024, an increase from £8.23m in the prior year. The Trustees report that the Foundation has adequate resources to continue in operational existence for at least 12 months, relying on continued support from UBS AG to meet liabilities as they fall due.

What the accounts disclose

Related-party transaction: Donations received from UBS UK Donor-Advised Foundation.
“During the year, the Foundation received donations from individuals via the UBS UK Donor-Advised Foundation of £87m (2023: £76.5m).”
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Ernst & Young LLP.

Leadership, per the charity’s website

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Structured financials (annual return, FY ending 31/12/2024)

Total income
£157.0m
Total spending
£144.3m
Reserves (reported)
£10.1m
Employees
0

Reported reserves equal ~0.8 months of spending — in the bottom quarter for charities its size (median 2.7 months; benchmarks).

Trustees

Trustee list from the Charity Commission register (current, not historical).

Operates in: Bangladesh · Botswana · Brazil · Cambodia · Cameroon · China · Colombia · Ethiopia · Germany · Ghana · Hong Kong · India

Income and spending

Financial year endIncomeSpending
31/12/2024£157.0m£144.3m
31/12/2023£148.3m£148.6m
31/12/2022£90.9m£60.1m
31/12/2021£30.6m£29.7m
31/12/2020£26.6m£25.8m

Common questions

Is UBS OPTIMUS FOUNDATION UK financially healthy?

The accounts state that unrestricted funds and free reserves totalled £10.09m at 31 December 2024, an increase from £8.23m in the prior year. The Trustees report that the Foundation has adequate resources to continue in operational existence for at least 12 months, relying on continued support from UBS AG to meet liabilities as they fall due. Its FY2024 accounts were audited by Ernst & Young LLP.

Who funds UBS OPTIMUS FOUNDATION UK?

Funders whose own accounts filings name UBS OPTIMUS FOUNDATION UK as a grant recipient include NPT Transatlantic Limited, AVRA FOUNDATION, This Day Foundation, THE O'SULLIVAN FAMILY CHARITABLE TRUST, THE EIGHTY EIGHT FOUNDATION.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmount
NPT Transatlantic LimitedFY2022£3.6m
AVRA FOUNDATIONFY2023£1.8m
AVRA FOUNDATIONFY2024£965k
This Day FoundationFY2025£413k
THE O'SULLIVAN FAMILY CHARITABLE TRUSTFY2025£336k
THE O'SULLIVAN FAMILY CHARITABLE TRUSTFY2024£198k
THE EIGHTY EIGHT FOUNDATIONFY2024£140k
THE EIGHTY EIGHT FOUNDATIONFY2024£0
THE EIGHTY EIGHT FOUNDATIONFY2024£0

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
National Philanthropic Trust UK Limited1£14.8m
THE REISNER CHARITABLE FOUNDATION LTD1£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with UBS UK Donor-Advised Foundation.